Minneapolis, MN, 55405, USA
1 day ago
Senior Investment Operations Analyst
Job Description Insight Global is seeking a Senior Investment Operations Analyst to support the transformation of our working environment with new investment and operational tools, including the implementation of an Investment Book of Record (IBOR). This role involves updating core processes to support our investment platforms and middle office functions, such as trade and corporate action processing, collateral management, cash reporting and forecasting, multi-managed fund transaction support, class action claims, derivatives support, and securities lending support. The Analyst will be responsible for daily cash and security reconciliation efforts, executing reconciliations to Custody, Accounting, and related systems across asset classes. Additional duties include providing operational trade support for equity, fixed income, and derivative investments, covering trade verification/affirmation, communication, cash reporting, foreign exchange, reporting of positions and exposures, and research on failed trades. The role also involves supporting transactions in holdings (corporate actions, reconciliations), derivatives (variation margins, collateral, settlements), private equity, and investment strategy (product and strategy changes), ensuring processes and systems are in place to operationalize these transactions. Effective communication with portfolio managers, team members, traders, brokers, custodians, and fund accountants is crucial, as is managing relationships with external partners, including brokers, custodians, and key vendors. We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com .     To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ . Skills and Requirements - Bachelors degree in Finance or business - 3+ years of experience in Investment Operations, Trade Operations, Investment Analysis, or related roles.. Ability to work under tight time frames Ability to work earlier morning hours meet US Market open time frames Desire to learn and understand investment business and processes Solid analytical problem solving and communication skills Experience with software used to assemble, evaluate, interpret and analyze financial data null We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to HR@insightglobal.com.
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